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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,524 | $184,000-29.6% | $162,185-20.1% | $152,909-15.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -7.40% | 150.80%-158.2pp | 115.61%-123.0pp | 345.46%-352.9pp |
| Employer contribution / active EE | $9,097 | $6,370+42.8% | $5,613+62.1% | $4,764+91.0% |
| Participant deferral / active EE | $10,705 | $8,033+33.3% | $7,297+46.7% | $5,851+83.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |